Moseley Investment Management Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Moseley Investment Management Inc
- $245 Million
- Q3 2024
A detailed history of Moseley Investment Management Inc transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Moseley Investment Management Inc holds 164,300 shares of IBDW stock, worth $3.35 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
164,300
Previous 71,514
129.75%
Holding current value
$3.35 Million
Previous $1.45 Million
140.25%
% of portfolio
1.42%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$73.9 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.2 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$44.8 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$43.9 Million0.0% of portfolio